Schwab Target 2025 FundSWHRX
13F holders, Q2 2025 (June 30)2holders −1
0new positions
1sold out
$15.17avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Schwab Target 2025 Fund (SWHRX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($205K) and Coston, McIsaac & Partners ($132K).
- Company
- Schwab Target 2025 Fund
- CUSIP
- 808509251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $3K |
All 13F filers, Q1 2025 → Q2 2025: 92 shares bought and 796 shares sold, net −704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.02% | Reduce -4.1% | 13,484 | $205K |
| Coston, McIsaac & Partners | 0.03% | Add +1.1% | 8,731 | $132K |
"% of holder's portfolio" is SWHRX's weight in each manager's 13F, not the share of Schwab Target 2025 Fund the manager owns.